Meeting Time:    8 am EST /  2 pm CET / 1 pm UK

Call in Number:     https://zoom.us/j/995679876 

Meeting URL:  https://zoom.us/j/995679876 Password needed: please see link below

https://folio-org.atlassian.net/wiki/display/COMMUNITY/FOLIO+Meetings+with+Zoom

ERM SIG Folio Wiki: https://folio-org.atlassian.net/wiki/display/ERMSIG/

Google Folder: https://drive.google.com/drive/folders/17X3tr6siZH8iS07kGcjAqUNl01zVrJmB

Terms and definitions: https://docs.google.com/document/d/1vue-mbcULpZivWu69a7nAZEdC-H2yXPQqSblbL_0J6U

Slack Channel: # erm-team

Agenda Sep 22nd 2021

Convener: Martina T.

Notetaker: Martina T. / Felix

Housekeeping

• All: Please edit the attendees list below and indicate when you are there!

• Next ERM meeting:  Oct 6th

  • looking for volunteers to describe how Agreements vs. Agreement Lines are used to handle different use cases

  • looking for volunteers for a FOLIO Forum: in a panel presentation on how FOLIO libraries are managing ERM & acquisitions, specifically:

    • walking through the acquisition of a new e-resource start to finish (ordering, invoicing, activation, and agreement tracking)

    • walking through a renewal from an orders/invoices/agreement perspective

    • maintaining changes in title lists year over year

• all questions and topics for the ERM implementers meeting can be posted on this confluence page: https://folio-org.atlassian.net/wiki/x/SABS

• Open discuss posts: right now no new posts regarding erm

Agenda items:

1. Development progress - ERM Sprint 123

2. Bulk Editing (@Magda Zacharska)

Minutes

Development progress

• Work for Kiwi release deadline (Oct 6th)

• Background work – ui interface stripes was updated – work to be compatible with the latest versions of stripes

• Some bug fixes and some work on different approaches how data is imported into the internal local KB 

• Now available: In the amendment view you can see all “amendments on parent license” and can navigate between the amendments without going back to the parent license first

Bulk Editing

• ERM use cases can be shared in this document: https://folio-org.atlassian.net/wiki/x/8R9H

• Magda's slides: FOLIO Bulk Edit

• Timeline wise it will be a longer project until 2023, starting with Users, followed by Inventory items

• Error handling (slide 26): The error file has to include the user's barcode in order to identify the record in the exported CSV file

• Does that CSV include the UUID for the thing being updated/deleted as well? Yes, when downloading the matched records CSV (slide 13) it will include all fields from the user record including the user's UUID.

• The CSV exports will include the label for fields where the value is actually a system UUID, e.g. instead of exporting the UUID for the user group the export will contain the label ("staff").

Chat

Von Owen Stephens an alle:  02:26 PM
Does that CSV include the UUID for the thing being updated/deleted as well?

Von Sara Colglazier (MHC/5C) an alle:  02:28 PM
I meant whatever identifier had used in my orig. input file.

Von Molly Driscoll an alle:  02:32 PM
in the bulk edit option, which user record fields are included for editing? For example, could this be used to edit custom fields?
Thanks, Magda!
sorry no mic

Von Owen Stephens an alle:  02:34 PM
There are a few (4?) use cases for agreements/licenses on that wiki page that Magda shared - if people have additional use cases please do add them

Von Anu Moorthy an alle:  02:38 PM
Thank you, Magda

Von Bob Scheier (Holy Cross) an alle:  02:38 PM
Thanks Magda

Von Owen Stephens an alle:  02:38 PM
Thank you Magda

Von Molly Driscoll an alle:  02:39 PM
thank you, Magda!

Attendees list